Nvidia (NVDA) has nearly doubled its quarterly data center revenue from a year ago, shown in the Mag 7 giant's latest earnings beat. The company's guidance for the current quarter also came in 5% higher above Wall Street estimates at the midpoint. Marley Kayden, Sam Vadas, and George Tsilis take investors through Nvidia's gargantuan numbers in the report and explain why the "narrative" around the AI super cycle is more important to investors.